Importing the existing folios is very easy. You can do it in just a few steps.


1. Click on Track External Investments in the left menu. As soon as you click on that, a CAS with the registered email ID will be generated on your behalf. You will also have the option to change the email ID and re-generate the CAS.



2. Once you have forwarded the CAS to cas@goalwise.com, you can click on the I have forwarded the email button. Then you will be able to see your external investments in your Goalwise account.